See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,230 | $177,572+87.7% | $154,803+115.3% | $142,382+134.0% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 18.27% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,674 | $4,810+142.7% | $4,305+171.1% | $4,299+171.5% |
| Participant deferral / active EE | $8,374 | $6,272+33.5% | $5,540+51.1% | $6,507+28.7% |
| Admin fee / account holder | $415 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |